Geneos Wealth Management’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
7,185
-16,945
| -70% | -$363K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $519K | Sell |
24,130
-85,964
| -78% | -$1.85M | 0.01% | 881 |
|
|
2024
Q4 | $2.29M | Buy |
110,094
+3,746
| +4% | +$78.1K | 0.08% | 272 |
|
|
2024
Q3 | $2.38M | Buy |
106,348
+3,107
| +3% | +$69.6K | 0.09% | 258 |
|
|
2024
Q2 | $2.17M | Buy |
103,241
+10,111
| +11% | +$213K | 0.1% | 240 |
|
|
2024
Q1 | $1.99M | Buy |
+93,130
| New | +$1.99M | 0.09% | 254 |
|
|
2022
Q2 | – | Sell |
-678
| Closed | -$17K | – | 2696 |
|
|
2022
Q1 | $17K | Buy |
+678
| New | +$17K | ﹤0.01% | 1878 |
|
|
2021
Q2 | – | Sell |
-1,600
| Closed | -$43K | – | 2999 |
|
|
2021
Q1 | $43K | Sell |
1,600
-3,300
| -67% | -$88.7K | ﹤0.01% | 1713 |
|
|
2020
Q4 | $132K | Sell |
4,900
-3,400
| -41% | -$91.6K | 0.01% | 1013 |
|
|
2020
Q3 | $247K | Hold |
8,300
| – | – | 0.01% | 614 |
|
|
2020
Q2 | $248K | Buy |
8,300
+4,600
| +124% | +$137K | 0.01% | 597 |
|
|
2020
Q1 | $104K | Hold |
3,700
| – | – | 0.01% | 822 |
|
|
2019
Q4 | $100K | Buy |
3,700
+1,800
| +95% | +$48.6K | 0.01% | 952 |
|
|
2019
Q3 | $53K | Buy |
+1,900
| New | +$53K | ﹤0.01% | 1146 |
|